The Profit Planners Management Model

Traditionally, most businesses work with multiple vendors to obtain different services. Often this leads to costs, inefficiencies and communication breakdown. The Profit Planners Management Model delivers a comprehensive solution that is effective, scaleable and customizable to your needs.

Through the Profit Planners Management Model, you are able to access a wide range of services that are available through the Profit Planners Management group of companies. Because we will have knowledge of your needs and goals, we will be in a better position to advise and provide insight.

Wealth Accumulation

A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your time frame without jeopardizing or impairing your current way of life.

Wealth Preservation

Once in retirement, many individuals find it even more important to protect what they've spent a lifetime accumulating. After years of faithfully putting money away, the “saving years” are over, and you must shift gears into a mode of preserving what you’ve built.


While many individuals spend a lifetime building wealth, little effort is often spent on devising a strategy to wisely utilize one's accumulated assets once in retirement, and many are concerned that they may actually outlive their savings. We provide solutions including the use of annuities which guarantee a retirement income you absolutely cannot outlive.*


Wealth transfer is a vital component of your financial strategy. It is the final step in our process, and it provides you the increased reassurance that comes with knowing that you have taken the steps necessary to help ensure the continued security of your family..

*Guarantees subject to financial strength and claims paying ability of issuing insurer. Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries. These guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Annuities frequently involve substantial charges such as administrative fees, annual contract fees, mortality and risk expense charges and surrender charges. Early withdrawals may impact annuity cash values and death benefits. withdrawals may be subject to ordinary income tax. An additional 10% federal tax penalty may apply to withdrawals prior to age 59 ½